Onboarding Operations Coordinator (VA) - T277

Onboarding Operations Coordinator

Location: Remote (Philippines-based) - Full-time, aligned with U.S. Pacific Time zone hours.

About the Role: A rapidly growing software platform for moving companies, is seeking a detail-oriented and customer-focused Virtual Assistant to join their onboarding and customer success teams. This critical full-time remote role ensures a seamless transition for new customers by managing account setup, importing and formatting legacy data, and overseeing onboarding tasks and deadlines. You will collaborate closely with Customer Success Managers and Support teams to deliver high-quality customer experiences.

Key Responsibilities:

• Data Management: Import, reformat, clean, and accurately enter customer data (pricing, services, records) into SmartMoving using Excel/Google Sheets.

• Account Setup: Assist with setting up core account elements (documents, service types, integrations, users, permissions) and track onboarding progress in CRM systems.

• Customer Interaction: Respond to basic customer support questions via email/chat, make outbound calls for clarification, and provide status updates.

• Project & Deadline Management: Own follow-up tasks, coordinate internally to meet timelines, and escalate blockers.

• Team Collaboration: Work closely with Customer Success and Support, maintaining clear documentation of account progress and customer interactions.

Qualifications:

• 1+ year in a remote support, data entry, onboarding, or admin role (SaaS or software onboarding preferred).

• Proficiency in Excel/Google Sheets (filters, formatting, basic formulas).

• Strong written and verbal English communication skills.

• Highly organized, deadline-oriented, self-motivated, and comfortable with outbound calls.

• Tech-savvy with eagerness to learn new tools; CRM, helpdesk, or project tracking experience is a plus.

• Ability to multitask and adapt in a fast-paced environment.

• Experience in using AI tools effectively, including the ability to prompt and leverage AI to improve speed and output quality.